Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,153 institutions that hold shares in the stock, with a total of 422 Million shares, which have been reported (via 13F filing form) to have a value of $52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
16,453
shares
|
$2 Million
0.76% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
16,420
shares
|
$2 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
16,364
shares
|
$1.99 Million
0.62% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
16,363
shares
|
$1.99 Million
0.44% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
16,328
shares
|
$1.98 Million
0.43% of portfolio
|
Q1 2022
Reduced 10.8%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
16,216
shares
|
$1.97 Million
1.93% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
16,206
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
16,204
shares
|
$1.97 Million
1.24% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
16,035
shares
|
$1.95 Million
0.17% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,930
shares
|
$1.94 Million
0.3% of portfolio
|
Q2 2021
Reduced 5.18%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
15,866
shares
|
$1.93 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15,790
shares
|
$1.92 Million
0.32% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
15,790
shares
|
$1.92 Million
1.0% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,769
shares
|
$1.92 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15,738
shares
|
$1.91 Million
1.26% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,716
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
15,619
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
15,556
shares
|
$1.89 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
15,548
shares
|
$1.89 Million
0.25% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
15,528
shares
|
$1.89 Million
0.87% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
15,500
shares
|
$1.88 Million
0.29% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
15,457
shares
|
$1.88 Million
0.22% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
15,452
shares
|
$1.88 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
15,326
shares
|
$1.86 Million
0.77% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
15,308
shares
|
$1.86 Million
0.6% of portfolio
|
Q3 2023
Reduced 2.6%
|